Individual Tax Return Preparation

Mary Beth White, CPA, CFE offers income tax planning and preparation for individuals. Below you will find some helpful organizers, checklists, and general information. Please note that general information here is not to be construed as tax advice for your specific situation. Always contact me directly if you have any questions relating to your specific tax situation. Please note that tax laws change frequently.

Individual tax organizer.pdf
Due Diligence Checklist EIC AOC CTC HOH.pdf
American_Rescue_Plan_Act_of_2021_2021 (1).pdf
Charitable_Noncash_FMV_Guide_2021 (1).pdf

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